Financial Solutions Advisor - Stage I - Phoenix Area
On-site · Peoria, Arizona, United States
Job Summary
Provide comprehensive financial guidance and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging client leads, referring to internal partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Build financial plans using banking and investment solutions (stocks, bonds, mutual funds, annuities) and coordinate with service providers. Require ongoing knowledge expansion through licenses and trainings; role involves SAFE Act registration requirements and potential background checks; opportunity to work within an in-office culture with role-specific attendance and flexibility.
Required Qualifications
- Series 7 & 66 licenses (63 & 65 acceptable in lieu of 66)
- At least one year of experience in financial services and/or a sales environment with goals
- Strong communication and relationship-building skills
- Ability to collaborate with others and drive client outcomes
- Comfort in applying regulatory due diligence and completing required trainings
- High School Diploma or GED or equivalent
- Compliance with SAFE Act registration and background check requirements
- Willingness to relocate/attend in-office as needed for role
- Spanish skills desired
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